Managing your day-to-day tasks and projects can be easier when you have control over how you build and view your workflows. Now, you can set a preferred default builder for creating new workflows and decide who on your team can switch between different workflow views.

📌 Why This Matters

When you manage your business processes or team projects, having flexibility with workflow tools empowers you to work the way that fits you best. Setting a default workflow builder helps keep things consistent and clear, while also letting you decide who can switch between simpler or more advanced views. This balance makes sure everyone stays on the same page without sacrificing control.

✨ What’s New

• Set a Default Builder: Choose the preferred workflow builder that will open automatically when starting new workflows, whether a standard or advanced setup.
• Control Switching Permissions: Decide which team members or roles can toggle between different workflow views, keeping your process secure and tailored.

🛠️ How to Use It

1. Step 1: Navigate to your workflow settings area where global options are located.
2. Step 2: Select your preferred default builder, choosing between standard or advanced workflow styles.
3. Step 3: Define which team members or roles are allowed to switch workflow views as needed.
4. Step 4: From now on, new workflows will open with your chosen default builder, helping you maintain consistency.

Keep in mind:

• This setting only affects new workflows; existing ones stay as they are.
• You or authorized team members can still switch the builder on individual workflows whenever needed.
• For example, if the default is set to advanced but you switch a specific workflow to standard, that workflow will continue to open with the standard view until changed again.

💡 Pro Tip

By standardizing your workflow builder and controlling switching permissions, you reduce confusion and save time—letting you focus more on activities that directly impact your business growth.